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William Einstein

13 Years of Experience
Arlington, VA

William Einstein is a registered investment advisor at Solomon Hess Capital Management, based in Arlington, VA, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $940M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$939.2M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3811 Fairfax Dr., Suite 710, Arlington, VA, 22203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Solomon Hess Capital Management
July 2012 - Present · 13 yrs 10 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.